Upcoming Events

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Recent Events

Retirement Coach Workshops

A big thank you to all of our wonderful clients and their friends who joined us for two Retirement Coach Workshops. We enjoyed coffee and dessert as we discussed the various stages of retirement. These two workshops were very interactive, each individual filled out various worksheets based off of what they have seen from others that have retired and what they would like to see happen when they do retire themselves. We also had the full group split into smaller groups and they were able to have discussions based off of their answers on the worksheets. This turned out to be a great experience for us as we hope it was for our clients!  

Movie Event - The Shack

Thank you to all of our great clients and their friends who joined us for the private screening of the new film, The Shack. We enjoyed a popcorn and pop while we sold out the whole theater. This movie event took place at AMC Rosedale. We hope that everyone enjoyed the film as much as we did. The Counsel Wealth Team hopes to see you at our next event!

Forecast Dinner Event

A big thank you to all of our great clients and their friends who joined us for our Forecast Dinner Event. We enjoyed a wonderful dinner of either Walleye or Filet Mignon and listened to Paul take a look at what happened with the market in 2016 an what is expected to happen in the first half of 2017. Also, we welcomed a guest speaker this year! We also want to thank Mitch Anthony, the Retirement Coach, for a great presentation that made us laugh and really open our eyes about retirement. Following this event, we will be having Retirement Coach workshops in early March, please keep your eyes open for those invites!

Counsel Wealth Management's Annual Christmas Brunch

As always, a big thank you to all of our wonderful clients and their friends for joining us at our annual Christmas Brunch at the country club. We love the atmosphere there at Christmas-time, and were able to enjoy great conversation, connections, and delicious food! For the second year, we were also joined by a hand-bell choir who performed a variety of seasonal tunes to set the mood. We look forward to next year's event already!